RESP Registration Rejection Report

Learn how to view The RESP Registration Rejected Report

What is the Report?

• RESP accounts which have not been appropriately registered due to a potential mismatch of information we have on file versus what the Social Insurance Registry has on file for the beneficiary.
  
  

To view a list of clients who have a RESP Registration Rejection:

Step 1. On the CRM, navigate to the left toolbar

 

Step 2. Click on CRM

 

Step 3. Select Accounts

 

Step 4. Click the "Add View" button 

Step 5. Type in "The RESP Registration Rejection Report" in the search bar

How to use the Report?

• Please review the list to determine which information potentially is not accurately reflected on the account opening documentation and follow the guide below which outlines available solution in each instance: 
  
  

 

Why use this Report?

• The report enables you to confirm that the beneficiary receives the appropriate grants attributed to any contributions which are made to the plan.